Hiring Freshers || Wealth Manager

The Wealth Manager will be responsible for the promotion,

development and handling of client relationships related to financial

planning, wealth management, tax planning.

The capacity utilization of an SRM will be as follows:

1. Acquisition of new client by moving into the market -60%

2. Handling of portfolio and create new references from the client -30%

3. In house training for operational and technical issues -10%

KRA:-

1. Manage Client Portfolio

2. Create Leads Pipeline

3. Arrange Participants for Events with the support of his Team

4. Acquire Clients from Leads provided by System

5. Stay Updated of Financial Market Events

6. Understand Financial Planning, Wealth Management, Tax Planning

• Experience

  0 - 2 Years

• No. of Openings

  6

• Education

  Post Graduate (M.B.A/PGDM, M.Com)

• Role

  Wealth Manager

• Industry Type

  Accounting / Finance

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face Interview Location

  Eldeco Corporate Tower , Vibhutikhand Gomtinagar